Principal Securities’s Phillips Edison & Co PECO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $15.7K | Buy |
449
+149
| +50% | +$5.22K | ﹤0.01% | 2434 |
|
|
2025
Q1 | $11.2K | Hold |
300
| – | – | ﹤0.01% | 2472 |
|
|
2024
Q4 | $11.2K | Sell |
300
-35
| -10% | -$1.31K | ﹤0.01% | 2468 |
|
|
2024
Q3 | $12.6K | Sell |
335
-65
| -16% | -$2.45K | ﹤0.01% | 2328 |
|
|
2024
Q2 | $13.1K | Buy |
400
+43
| +12% | +$1.41K | ﹤0.01% | 2273 |
|
|
2024
Q1 | $12.8K | Hold |
357
| – | – | ﹤0.01% | 2222 |
|
|
2023
Q4 | $13K | Buy |
+357
| New | +$13K | ﹤0.01% | 2127 |
|